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Trading Justice 381: Pete Thomas

Trading Justice

Release Date: 07/13/2020

Trading Justice: AI Gold Rush show art Trading Justice: AI Gold Rush

Trading Justice

This episode of the Trading Justice Podcast dives into market momentum heading into Thanksgiving, highlighting the recent shift in price action following dovish signals from Federal Reserve officials. The conversation covers the improving bullish technical landscape, key support and resistance levels across major indices, and notable developments in gold, crypto, and individual equities. The episode also explores the ongoing debate around AI valuations, the massive infrastructure build-out behind the AI boom, labor-market implications, and the global race for energy capacity needed to power...

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Trading Justice: Bulls Charge As Govt Reopens show art Trading Justice: Bulls Charge As Govt Reopens

Trading Justice

This episode of the Trading Justice Podcast dives into the market’s early-season Santa Claus rally setup, following optimism around a potential government shutdown resolution. The discussion breaks down key technical levels, the recent bounce off support, and how broader macro factors—from earnings strength to political developments—are shaping market sentiment. Listeners will also hear insights on sector performance, gold and crypto trends, and what could realistically derail bullish momentum into year-end. The episode wraps with a round of “Stock It or Drop It” and thoughtful...

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Fed Cuts, Earnings Hold, and Ranking the MAG 7 show art Fed Cuts, Earnings Hold, and Ranking the MAG 7

Trading Justice

This week on the Trading Justice Podcast, the Justice boys are back breaking down a loaded market landscape. The Fed finally signaled its first rate cut, sparking debate on what comes next for inflation, labor, and policy into year-end. Meanwhile, earnings season is winding down strong, with blended EPS growth pushing higher and the mega-caps once again doing the heavy lifting. Matt, Mark, and Tim dissect how the rate cut reshapes the macro backdrop, why the market’s been struggling to hold a bid, and where traders should be focusing their attention heading into November’s final stretch.

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Trading Justice: Tariff Whiplash & The Earnings Test show art Trading Justice: Tariff Whiplash & The Earnings Test

Trading Justice

This week on the Trading Justice Podcast, Mark and Matt break down one of the wildest market days in recent memory. A surprise tariff headline sent shock waves through stocks and crypto, creating a historic intraday liquidation. Matt unpacks what happened technically, why Friday’s move matters, and how volatility damages trend structures.  Then the focus shifts to earnings season, which kicks off tomorrow. With the market perched near all-time highs and valuations stretched, this quarter’s earnings results will play a critical role in setting the tone for the rest of the year. Matt...

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Trading Justice: 5 Reasons to Be a Bull (Earnings, AI leads, Liquidity Surge) show art Trading Justice: 5 Reasons to Be a Bull (Earnings, AI leads, Liquidity Surge)

Trading Justice

This week on the Trading Justice Podcast, Mark and Matt ask a big question: is the bull just getting started? Matt kicks things off with a deep technical breakdown of the S&P 500, including wave counts, intraday setups, and how to assess momentum versus overextension. Then Mark lays out his Top 5 Bullish Pillars for the Next 12 Months—from resilient earnings to the AI supercycle to global liquidity—and why he believes the foundation for the bull run remains strong heading into year-end. We close with Stock It or Drop It, breaking down AMD, Microsoft, Micron, Nike, and A&F, followed...

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Markets at Support | Shutdown Risks & Jobs Data show art Markets at Support | Shutdown Risks & Jobs Data

Trading Justice

The stock market is testing support as the first real retracement plays out. At the same time, Washington faces another government shutdown deadline while traders brace for a heavy labor market week with JOLTs, ADP, jobless claims, and nonfarm payrolls on deck. Here’s the full breakdown.  Market Skyline: SPY pullback, retracement depth, key support levels. Breadth check: Tech strength vs. lagging RSP, IWM, XLV/XLP. Dollar, yields, and labor data — why “good news is bad news.” Government shutdown showdown and historical market reactions. Stock It or Drop It: Oracle, Micron,...

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Trading Stretched Markets | Lynda Vasquez Interview show art Trading Stretched Markets | Lynda Vasquez Interview

Trading Justice

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Rate Cut on Deck: Who Wins? | Bobby Dragon Interview show art Rate Cut on Deck: Who Wins? | Bobby Dragon Interview

Trading Justice

This episode of the Trading Justice Podcast explores the market breakout ahead of the Federal Reserve’s major catalyst day. The discussion highlights the performance of the “Magnificent Seven” stocks, key expectations for the Fed preview, and broader market dynamics. Special guest Bobby Dragon, a long-time member and respected trader in the Tackle Trading community, makes his first appearance on the podcast to share his insights and trading perspective.

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Labor Market Mirage: Cracks in Jobs, Pressure on the Fed show art Labor Market Mirage: Cracks in Jobs, Pressure on the Fed

Trading Justice

This week on the Trading Justice Podcast, the brothers break down the weakest jobs report since 2020 and what it means for the market. With payrolls adding just +22,000 in August vs. +75,000 expected, revisions going negative, and confidence slipping, the labor market is flashing real warning signs.   We cover the Top 5 Reasons Corporations Aren’t Hiring — from high rates and weak demand to the rise of AI — and ask the hard questions: - Is AI the real driver behind the hiring freeze?  - What does this mean for Fed policy and future rate cuts? - Can the White House and Fed...

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September Seasonality | Nvidia Earnings Impact | Jobs Report Scenarios show art September Seasonality | Nvidia Earnings Impact | Jobs Report Scenarios

Trading Justice

The Justice brothers are back from Labor Day and dive into one of the biggest catalysts of the year: the unemployment report. From “bad news is good news” to “good news is bad news,” they map out all four possible outcomes and how each could impact bonds, equities, and the dollar. They also review RSP, small-caps, and the Dow to see if breadth can keep strengthening the bull case. The discussion then shifts to China’s AI surge—Alibaba’s blowout growth, a domestic chip launch aimed at Nvidia, and DeepSeek’s disruptive “Sputnik moment.” Add in September’s seasonal...

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More Episodes

In this episode, we welcome Pete Thomas back to the podcast to discuss gold, silver and the metals markets.  Pete is a Senior Vice President at Zaner Precious Metals and an expert on the metals market with decades of experience and insight.  Listen in to this fun, lively conversation about the current state of the markets and where he sees gold and the other metals moving next. Pete is a frequent guest of the podcast over the years and always a great conversationalist.  

Before that, the boys analyze the broad markets during our Skyline.  Stocks have been bullish heading into the week and stalling on Monday in front of earnings season.  Will the bull rally continue?  Much of the market response will depend on how investors react to corporate earnings, which kicks off this week with a bunch of major announcements scheduled.  Get all of our analysis during this weekly segment.

Lastly, Coach Mark asks Matt and Tim to pick over/under for a list of key stocks with earnings in regards to how we think they'll perform over the next quarter relative to the market.  Goldman Sachs, Wells Fargo, Domino's Pizza and Taiwan Semiconductor are a few names we analyze during this fun segment.

1:50 Market Skyline

29:30 Pete Thomas

1:37:20 Earnings Game